GLG News by RFID Semiconductor Experts
Analysis of:
Clearwire expects 30m subscribers by 2017 (www.wimaxday.net)
As technology goes, so goes WIMAX... * Broadband devices will become faster, better, cheaper and smaller. * Consumer thrist for immediate communications anywhere, anytime will not abate. * GSM speeds cannot keep up with even today's consumer expectations for instant gratification. * New Value Added...
Analysis of:
Hold off on WiMax investments, Gartner cautions (www.networkworld.com)
The equipment, semiconductor market for WiMax. Software, services and applications on WiMax
July 22, 2008
Daimler Truck North America Division Sends Several Messages Regarding Business Outlook & Sterling’s Options
Analysis of:
Sterling Truck workers worry massive loss of jobs permanent (lfpress.ca)
Daimler Truck North America Division Sends Several Messages Regarding Business Outlook & Sterling’s Options
Truck sales are slow with no signs of any significant bump coming. In 2006, Daimler Trucks North America (DTNA) announced a $300MM investment in a new plant in Saltillo, Mexico to build 30,000 Freightliner and Sterling trucks annually starting operations in 2009. Union leaders in Canada are understandably...
Analysis of:
Navistar Raises Prices on Trucks (www.truckinginfo.com)
Commodity price increases with manufacturers are like fuel surcharges for freight carriers. They need to be passed on to maintain profitability. There are ways to do it - if the marketplace, timing, positioning, sales approach, etc. allow for it. It looks good for Navistar to be successful in doing...
Analysis of:
Mobile Payment Transactions Will Grow, Research Shows (www.billingworld.com)
Whilst the US has seen an explosion in Mobile Banking it is yet to see the users trust the service for Payments. Payments needs to address not just the Banked but the Unbanked, in Africa Vodafone and MTN have established services that allow micropayments to be made to those that have no Bank Accounts. ...
Analysis of:
Argonne Lab Licenses New Catalyst to Cut NOx (www.truckinginfo.com)
The Selective Catalyst Reduction (SCR) versus Exhaust Gas Recirculation (EGR) approaches have already been previously written about - including from me last week. The referenced article shows us one coming approach that may replace the need for urea (ammonia) in SCR applications. More SCR options are...
Analysis of:
European 3G subscriptions seen topping 100 million (www.reuters.com)
The market is still fragmented. In the big five we still see a wide spread of take up as consumers are yet to be won over. The mobile networks are still to discover a range of products that make the investment pay off. This talks about terminals rather than handsets and so a slowing of sales of phones...
Analysis of:
Averaging Has Given Engine Makers Flexibility to Meet Emission Targets (www.ttnews.com)
The referenced article explains better than most on how Exhaust Gas Recirculation (EGR) can work in 2010 through emissions’ credit averaging, banking and trading. Several of us in the past in these missives have addressed this. One can’t technically get to 2010 levels on individual engines with EGR...
Analysis of:
Spansion: Numonyx' PCM is 'marketing fluff' (www.eetimes.com)
Bertrand Cambou, CEO of Spansion, has an opinion on Numonyx' push into phase-change memories: "Phase-change memory is pure marketing fluff." Although Cambou is correct that existing Numonyx phase change memories are not ready for prime time, the situation will be quite different below 32nm, which...
Analysis of:
Amex to Get $1.8B in MasterCard Deal, Warns of Credit Woes (www.americanbanker.com)
While MasterCard arguably will pay American Express too much, the settlement removes a troubling overhang. It is time for MasterCard and Visa Inc. to focus their energies on fending off a potentially far more damaging threat: the “Credit Card Fair Fee Act of 2008.”
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